Instructions

If you're switching to Jane Payroll from another payroll provider, you'll need to export your year-to-date payroll history before importing it into Jane. The steps below cover how to export from the most common payroll providers. If your previous software isn't listed here, contact that provider directly for help exporting your payroll data.

📣 Heads up: These steps are based on our experience helping clinics export payroll history from different software systems. If you run into any trouble, contact your previous payroll provider directly for support.

ADP Workforce Now

1. Log in to ADP Workforce Now.
2. Go to the Reports section and select Standard Reports.
3. Locate the Payroll Register Report.
4. Set the date range to cover the current calendar year to date.
5. Select specific employees, departments, or locations if needed.
6. Click Run Report, then export the file.

ADP TeamPay

1. Log in to ADP TeamPay.
2. Go to the Reports section and select Payroll Register Report.
3. Set the pay period to cover the current calendar year to date.
4. Select specific employees or choose to include all employees.
5. Generate the report, then export the file.

Payworks

1. Log in to Payworks.
2. Go to the Payroll section.
3. Select Payroll Reports, then choose Payroll Register.
4. Set the date range to cover the current calendar year to date.
5. Generate and export the report.

QuickBooks Online Payroll

1. Log in to QuickBooks Online.
2. Go to Reports and select Payroll Reports.
3. Select Payroll Details Report.
4. Set the date range to cover the current calendar year to date.
5. Click Apply to generate the report, then export the file.

QuickBooks Desktop Payroll

1. Open QuickBooks Desktop.
2. Go to Reports > Employees and Payroll.
3. Select Payroll Details Report.
4. Set the date range to cover the current calendar year to date.
5. Click Refresh to update the report, then export the file.

Wagepoint

1. Log in to Wagepoint.
2. Go to Reports and select Payroll Register.
3. If you have multiple pay groups, select the relevant one.
4. Set the payroll end cycle date to cover the current calendar year to date.
5. Generate and save the report.

Manual Payroll (No Previous Software)

If you've been managing payroll manually, you can still import your year-to-date information into Jane. You'll need a breakdown by staff member including YTD totals for each pay type, benefit, deduction, and tax paid so far this year.

The easiest way to provide this is in a spreadsheet such as Excel or Google Sheets. If you've been creating pay stubs manually and they include YTD amounts, the most recent pay stub for each staff member is typically sufficient, as long as it clearly shows the YTD totals.

Refer to the sample spreadsheet for a detailed breakdown of all required fields.

What to Expect

Once you've exported your payroll data, you're ready to upload it to Jane Payroll. See our guide on How to Import Your Payroll History into Jane Payroll for next steps.

Related Guides

• Jane Payroll Hub
• How to Import Your Payroll History into Jane Payroll